Sundaram Dynamic Asset Allocation Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.82% | -5.91% | -4.63% | -4.34% | -6.93% | 7.05% | – | – | – |
NAV history
About this fund
Sundaram Dynamic Asset Allocation Fund is a balanced-advantage hybrid fund offered by Sundaram Mutual Fund, classified under Hybrid as Hybrid Scheme - Balanced Advantage Fund. The equity/debt mix is managed dynamically to balance growth and stability. Its latest NAV is ₹39.45.
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Sundaram Dynamic Asset Allocation Fund has recorded a return of about -6.9%, with a three-year return of 7.0%. Its annualised volatility is 8.2% — moderate fluctuations — and its Sharpe ratio is -1.64, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 10.69 | 9.33 | -6.93 | 27.33 | 95% | 34% |
| 3Y | 11.57 | 11.64 | 6.99 | 15.86 | 100% | 40% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Mirae Asset Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -3.89 | -2.61 | -1.65 | -0.70 | 9.48 | – | – | 0.61 |
| Franklin India Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -5.60 | -4.54 | -4.15 | -5.54 | 8.32 | – | – | 0.47 |
| HSBC Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.08 | -2.37 | -0.89 | -2.55 | 8.66 | – | – | 0.69 |
| WhiteOak Capital Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.18 | -2.85 | 0.07 | -2.09 | 10.77 | – | – | 0.52 |
| quant Dynamic Asset Allocation Fund Hybrid Scheme - Balanced Advantage Fund | -5.84 | -5.91 | -4.43 | -7.17 | 12.68 | – | – | 0.73 |
| UTI Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -2.47 | -2.36 | -1.89 | -5.53 | 7.85 | – | – | 0.51 |
| Samco Dynamic Asset Allocation Fund Hybrid Scheme - Balanced Advantage Fund | -4.03 | -3.03 | -2.57 | -5.54 | – | – | – | 0.79 |
| Bajaj Finserv Balanced Advantage Fund Hybrid Scheme - Balanced Advantage Fund | -4.53 | -3.30 | -1.09 | -2.86 | – | – | – | 0.48 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Sundaram Nifty 100 Equal Weight Fund Other Scheme - Index Funds | -7.24 | -7.58 | -6.05 | -5.87 | 12.12 | – | – | 0.49 |
| Sundaram Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.11 | 1.16 | 2.82 | 5.62 | 7.16 | – | – | – |
| Sundaram Focused Fund Equity Scheme - Focused Fund | -5.43 | -3.87 | 0.37 | -4.11 | 9.65 | – | – | 1.04 |
| Sundaram Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.30 | 1.48 | 3.17 | 6.35 | 7.19 | – | – | – |
| Sundaram Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.60 | 1.70 | 3.35 | 6.97 | 7.26 | – | – | 0.20 |
| Sundaram ELSS Tax Saver Fund Equity Scheme - ELSS | -6.26 | -6.31 | -8.42 | -12.13 | 7.19 | – | – | 1.38 |
| Sundaram Short Term Fund Debt Scheme - Short Duration Fund | -0.26 | 0.54 | 2.30 | 4.60 | 7.28 | – | – | – |
| Sundaram Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -6.49 | -5.10 | -5.07 | -8.74 | 7.67 | – | – | 0.62 |